Be in the know. 16 key reads for Saturday…

  1. Car Buyers Who Fear Tariff Price Hikes Are Rushing to Dealers (bloomberg)
  2. Selling Your House This Spring? You Might Need to Cut the Price (wsj)
  3. AI Agents Are a Moment of Truth for Tech (wsj)
  4. Americans Feel Bad About the Economy. Whether They Act on It Is What Really Matters. (wsj)
  5. How the Reversal of the ‘American Exceptionalism’ Trade Is Rippling Around the Globe (wsj)
  6. Forget the Mag 7. The ‘Terrific 10’ Are the Tech Bet for 2025. (barrons)
  7. Intel Board Members Leaving as Chipmaker Looks to Add Expertise (bloomberg)
  8. Intel Received $1.9 Billion From Final Close of SK Hynix Deal (barrons)
  9. Exclusive: Buyout, aerospace firms close in on $8 billion-plus Boeing navigation unit, sources say (reuters)
  10. Wall Street Analysts Adore Amazon, Microsoft, and Nvidia. Here’s Why That’s Problematic. (barrons)
  11. Disney Stock Is Under Pressure. Why Wall Street Is Singing Hakuna Matata. (barrons)
  12. Can ESPN and Major League Baseball Still Play Ball? (vanityfair)
  13. The United States remained the world’s largest liquefied natural gas exporter in 2024 (eia.gov)
  14. Xi Jinping pitches China to global CEOs as protector of trade (ft)
  15. US car tariffs help Chinese EVs to race ahead (ft)
  16. Nvidia Stock Falls. It Has Problems at Home and Abroad. (barrons)

Be in the know. 23 key reads for Friday…

  1. Alibaba has staged a quiet $100 billion rally — AI and Jack Ma’s return are at the heart of it (cnbc)
  2. Alibaba (BABA) PT Raised to $170 at Mizuho, ‘Top Pick in Asia Internet’ (streetinsider)
  3. Alibaba launches AI model that can process images and video on phones and laptops (scmp)
  4. Apple Needs a Boost in China. Alibaba Might Have the Key. (barrons)
  5. Xi Jinping Meets Global Business Leaders Amid Trade Tensions (nytimes)
  6. Europe’s Industrial Outlook Buoyed by Defense Drive (wsj)
  7. UK Retail Sales Rise Again as Consumers Enjoy Higher Incomes (bloomberg)
  8. Trump Turmoil Has Macron Eyeing Euro Challenge to Dollar (bloomberg)
  9. What Trump’s Auto Tariffs Mean for Car Buyers and Automakers (wsj)
  10. Why AutoZone and Other Car- Part Stocks Are Gaining on Trump Tariffs (barrons)
  11. Toyota February Global Sales Rise as Japan Shipments Surge (bloomberg)
  12. Intel’s New CEO Vows to Compete with Nvidia’s Best AI Server (barrons)
  13. Three Intel board members to retire in latest shakeup amid turnaround (reuters)
  14. Etsy-eBay combination would make sense, could be worth $85/share, says Piper (thefly)
  15. US gas players refocus on Haynesville basin, buoyed by Trump LNG plans (reuters)
  16. The Best Basic Materials Stocks to Buy (morningstar)
  17. US pending home sales rebound in February (reuters)
  18. Poor consumer sentiment is still just talk (ft)
  19. Core inflation in February hits 2.8%, hotter than expected; spending increases 0.4% (cnbc) 
  20. The Last Time Investors Really Got Excited for Tech Infrastructure (bloomberg)
  21. Is Ozempic Really the Reason Americans Are Snacking Less? (wsj)
  22. Lululemon Stock Falls as Financial Guidance Disappoints. Consumers Are Cautious, CEO Says. (barrons)
  23. Nvidia Stock Drops. Why the Chip Maker Can’t Find Its Footing. (barrons)